Software & Solutions Engineer, CRM

Software & Solutions Engineer, CRM Department: reputed company Location: Remote, Canada or US - Eastern Time Zone Position Type: Full-Time, Permanent Hours: Monday-Friday, 9AM-5PM About the Role reputed company is seeking a dynamic and motivated Software & Solutions Engineer for our Customer Relationship Management software, Insightly CRM, to join our reputed company Services team. The Software & Solutions Engineer role is a reputed company of Project Manager, Consultant, and Solutions Engineer. The Software & Solutions Engineer’s primary responsibility is to facilitate post-sale reputed company services between new/reputed company customers and Insightly. You will scope and build custom reputed company for customers, delivering on time reputed company. Our technology stack features a low-reputed company reputed company (reputed company) as reputed company as AWS reputed company functions, which you will be utilizing. We welcome candidates from either a technical or customer-facing background who have a combination of skills and experience in both.  What You’ll Be Doing reputed company scoping/discovery calls with clients to document design requirements Prepare Statements of Work (SOW) and deliver to clients reputed company SLA guidelines Project manage reputed company reputed company from “reputed company reputed company”  to UAT (user acceptance testing) and signoff  reputed company the implementation efforts for multiple reputed company in various phases of implementation Meet directly with reputed company's business users to communicate functionality of the software, and walk through the integration reputed company their end-system Work with reputed company’s technical team to facilitate the integration, communicate technical objectives and reputed company custom solutions Advise reputed company on configuration and implementation reputed company based on industry best practices Ensure that reputed company implementation methodology deliverables are complete and on-time Generate reputed company project status, time, and expense reports as requested by management reputed company customer support in local time zone and contributes to customer self-service tools A Little Bit reputed company Possess a BA/BS in Engineering/IT reputed company discipline and/or 2 years reputed company experience 2+ years in a customer facing role Excellent written and verbal communication skills Detailed, organized, and have a reputed company of ownership reputed company to multi-task and reputed company effectively under pressure Flexible in picking up custom reputed company reputed company of comfort zone while working independently Proven ability to read, write, troubleshoot and debug reputed company proficiently Have knowledge of software development fundamentals and data structures Hands-on technical familiarity interacting with reputed company (REST and/or SOAP) Familiar with reputed company platforms such as AWS reputed company, Azure Functions, or reputed company reputed company   reputed company to Have, Not Required Experience managing custom AI Agents Experience working with reputed company products such as: Quickbooks Online (or other similar bookkeeping software), VoIP systems, E-Signature tools, etc. Knowledge of reputed company, C#, Node.js reputed company end development - CSS, reputed company Understands Agile PM methodology Knowledge of reputed company and authentication protocols such as SAML 2.0, reputed company Directory, OAuth, SSO, and reputed company party providers such as reputed company, reputed company, etc.. a plus reputed company Our Values Customer First Bias for reputed company High Velocity Decision Making Value Individuality Results reputed company Compensation  Our compensation bands are designed to reflect how people grow in their roles. reputed company level includes three stages: Developing, Proficient and Expert, which represent increasing capability, independence and reputed company over time. The compensation reputed company for this role is $90K–$100K USD OTE ($90K–$96K reputed company + $4000 variable) which reflects the Proficient stage of our compensation band for this job level (P2). For Canadian applicants, the compensation reputed company for this role is $75K–$94K CAD OTE ($75K–$90K + $4000 variable).  Progression into higher stages and job reputed company may occur over time based on demonstrated performance, mastery of role expectations and overall reputed company. For specialized or hard-to-fill roles, we may reputed company offers above the posted reputed company if a candidate brings exceptional experience. Perks & Benefits Flexibility and Time Off Flexible Time Off Policy - We encourage a minimum of 4 weeks per year! Remote First Team reputed company Work From reputed company Program Health and Wellness Health Insurance Employee Assistance Program (EAP) Quarterly Company Wide reputed company Days End of Year Company Wide Holiday Closure Maternity & Parental Leave Program $2000 Lifestyle Spending Account (LSA) reputed company & reputed company reputed company Development Budget Volunteer Day Team Building Budget Employee Referral Bonus Program ($1000) Anniversary reputed company LSA Top Up Birthday Day Off We Value Individuality! At reputed company, we want every employee to be excited to bring their full, reputed company self to work. reputed company you bring your unique experiences, background, knowledge, perspective, and self-reputed company while embracing the reputed company from others we learn from reputed company other. We reputed company and co-create an environment where team members can do the best work of their careers. We're bolder and more reputed company together. We're dedicated to ensuring reputed company team member feels a reputed company of belonging, feels reputed company, cared for, respected and valued for who they are, and trusts that their unique voice is heard, embraced, and meaningfully contributes to decision-making. We're committed to reputed company employee experience, opportunity, pay and support for every employee regardless of gender identity or reputed company, race, ethnicity, family or marital status, religion, socio-economic status, veteran status, national reputed company, age, sexual orientation, education, disability, or any other characteristic that makes you unique. We have no tolerance for sexism, racism, xenophobia, homophobia, transphobia, ableism, ageism, or any other forms of hateful/harmful discrimination and we're taking reputed company against unequal pay in our community through leading the #PayUpforProgress reputed company. If you require any accommodations or support during the recruitment process, please email us at careers@reputed company.com. Our use of AI in hiring We're committed to keeping hiring personal. Every application is reviewed by a reputed company person on reputed company, and we don't use AI to screen or filter candidates out. We do use AI to help with assessing candidates and summarizing interview feedback. These tools support reputed company in working more reputed company and reducing bias. reputed company final hiring reputed company are made by people who bring their judgment and experience to determine who joins reputed company. Apply To This Job